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JScharpe en Marzo 14, 2024
I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Marzo 14, 2024 11:48
Hi @JScharpe , The easiest way to do this is by using an if/then branch. In this branch, you would check whether the welcome email was sent to...Leer más
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Casady54 en Enero 26, 2024
Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a Leer más
Accepted Solution
Asesor destacado | Partner
Enero 29, 2024 05:46
Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list ...Leer más
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AnnettePalmieri en Enero 24, 2024
Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w Leer más
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7 Respuestas
Accepted Solution
Participante | Partner
Enero 26, 2024 16:03
Hello! I see your form data is not getting properly. Have you connected the WP with HS using the tracking code? If yes, you need to map the form ...Leer más
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AGupta024 en Enero 15, 2024
I have set up a workflow on Hubspot and want to analyse it. Can you tell me how to do it?
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 15, 2024 05:40
Hi @AGupta024 , What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....Leer más
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NJ_001 en Octubre 13, 2023
Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar Leer más
1 Me gusta
2 Respuestas
Accepted Solution
Colaborador
Octubre 16, 2023 08:04
This is very helpful, thank you! It's solved.
Resuelta
KSweeney27 en Agosto 17, 2023
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Agosto 17, 2023 13:37
Hi @KSweeney27 , Yes, you can achieve this with a branch action and the "Send internal email notification action". For the enrollment tr...Leer más
JB_MD en Julio 28, 2023
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and Leer más
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1 Respuestas
Administrador de la comunidad
Julio 31, 2023 05:57
Hi @JB_MD , Thanks for reaching out to the Community! Would you be able to please share a screenshot of what you're seeing on your end?...Leer más
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VRakitski en Julio 07, 2023
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. Leer más
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3 Respuestas
Accepted Solution
Asesor destacado | Partner
Julio 11, 2023 06:09
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content. This is fed from the object reco...Leer más
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helen_c en Junio 21, 2023
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 21, 2023 14:17
Hi @helen_c , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...Leer más
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RBertsch en Marzo 31, 2023
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i Leer más
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1 Respuestas
Accepted Solution
Asesor destacado
Abril 01, 2023 18:06
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...Leer más
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keshav-hopstack en Enero 25, 2023
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Enero 25, 2023 00:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...Leer más
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Dedra77 en Noviembre 08, 2022
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
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10 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Diamond
Noviembre 09, 2022 08:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...Leer más
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